Weekly Market Minute – Boyd Watterson

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Weekly Market Minute

November 24, 2020

Market signals are indicating that investors continue to remain focused on the post vaccine recovery.

Last week, we highlighted that gross domestic product (GDP) and inflation are likely to accelerate year over year in 2021,...

November 18, 2020

Investors are trying to position for the pending recovery while also navigating the current risks that are still present.

Last week, Pfizer announced some promising news regarding their COVID-19 vaccine trial (as did Moderna this week). Some of the...

November 12, 2020

The countries that have been able to gain more control over COVID cases have been outperforming and reporting stronger economic data, providing insight into the most impactful near-term economic policy for the U.S. and Europe.

In a prior post, we discussed the importance of the service sector to developed market economies and how gaining control...

November 4, 2020

By looking at what Japan and Europe have done and what has been tried in the United States, we can gauge the potential likely impact of fiscal and monetary policy on the real economy.

The U.S. is on pace to run a record fiscal deficit in dollar terms and as a percentage of overall...

October 20, 2020

For consumers to recover, the services sector has to fully reopen.

For the past several months, we have been tracking a series of economic and market data to help identify whether...

October 7, 2020

The gradual recovery in the labor market is exhibiting more signs of permanent job losses.

At the end of June, we laid out some ways to monitor how the labor market was trending, and we...

September 30, 2020

Global equity markets are starting to exhibit similar conditions to the most recent declines in late 2018 and March 2020.

Sentiment and valuation metrics have been accelerating throughout the second and third quarters of 2020, following the large selloff experienced...

September 23, 2020

Aggregate housing data slowed in August, but the data below the surface reveals some potential shifts in the long-term preferences of buyers.

Housing starts and building permits declined month-over-month (m/m) in August, but this was driven almost entirely by a decline in...

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